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Effective Advisory Teams:
How Collaboration Among Advisors Keeps the Client First |
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"Teamwork" is one of those universal buzz words everyone expects to hear from a financial advisor. Certainly, to some extent every investment consultant and planner communicates with their clients' other advisors - even if that communication is limited to the basic information needed to prepare tax returns and other reports.
Teamwork must be more than a buzzword; it must be central to effective working relationships. This month's article by Federal Street Principals, Daniel Gross and Charlie Walsh, explores how we use teamwork to engage with clients' attorneys, accountants and other service professionals.
Click through to read the article - and related client case study - on our website.
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